|
Institutional
Holders
Total
Institutions:
|
564 8 |
|
Total
shares held :
|
44,429,532 |
|
% of shares
held :
|
9.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
78 |
|
Amount
of shares held :
|
-3,945,456 |
|
% of shares
held change :
|
-0.84% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$104.46 |
|
Last
Quarter's Ending
Price :
|
$115.03 |
|
Last
Quarter's Average
Price :
|
$107.47 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.13 (6.63%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SANDY SPRING BANK |
|
*Closed |
2023-12-31 |
0 |
$0 |
-60 |
|
HM PAYSON & CO |
948 |
*Closed |
2023-12-31 |
0 |
$0 |
-34 |
|
FRANKLIN RESOURCES INC |
2577 |
*Closed |
2023-12-31 |
0 |
$0 |
-15 |
|
TOWNSQUARE CAPITAL LLC |
1132 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,626 |
|
OConnor Financial Group LLC |
53 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,463 |
|
RENAISSANCE GROUP LLC |
262 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,056 |
|
Integrity Financial Corp /WA |
200 |
*Closed |
2023-12-31 |
0 |
$0 |
-45 |
|
CHILTON CAPITAL MANAGEMENT LLC |
589 |
*Closed |
2023-12-31 |
0 |
$0 |
-50 |
|
Praetorian Wealth Management Inc. |
46 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,816 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
3534 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,928 |
|
TSFG LLC |
800 |
*Closed |
2024-03-31 |
0 |
$0 |
-732 |
|
Coppell Advisory Solutions Corp. |
613 |
*Closed |
2023-03-31 |
0 |
$0 |
-22 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
794 |
*Closed |
2023-12-31 |
0 |
$0 |
-292 |
|
Elm Partners Management LLC |
53 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,638 |
|
Trivant Custom Portfolio Group LLC |
182 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
True Wealth Design LLC |
530 |
*Closed |
2023-12-31 |
0 |
$0 |
-25 |
|
Comprehensive Portfolio Management LLC |
808 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,282 |
|
Kalos Management Inc. |
350 |
*Closed |
2023-06-30 |
0 |
$0 |
-15 |
|
Guidance Point Advisors LLC |
66 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,157 |
|
Planned Solutions Inc. |
453 |
*Closed |
2024-03-31 |
0 |
$0 |
-13 |
|
Mendota Financial Group LLC |
337 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,111 |
|
HIGHLAND CAPITAL MANAGEMENT CORP |
343 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,988 |
|
Colonial River Wealth Management LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-20,477 |
|
Werba Rubin Papier Wealth Management |
|
*Closed |
2023-12-31 |
0 |
$0 |
-2,475 |
|
Authentikos Wealth Advisory LLC |
493 |
*Closed |
2023-12-31 |
0 |
$0 |
-7 |
|
Trellis Advisors LLC |
37 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,686 |
|
HEAD & ASSOCIATES LLC |
492 |
*Closed |
2023-12-31 |
0 |
$0 |
-65 |
|
Buck Wealth Strategies LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-155 |
|
Resurgent Financial Advisors LLC |
523 |
*Closed |
2023-12-31 |
0 |
$0 |
-555 |
|
BBK Capital Partners LLC |
324 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,087 |
|
COCONUT GROVE BANK |
723 |
*Closed |
2023-12-31 |
0 |
$0 |
-96 |
|
Consolidated Portfolio Review Corp |
309 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,913 |
|
Twin Lakes Capital Management LLC |
255 |
*Closed |
2023-12-31 |
0 |
$0 |
-17 |
|
Providence Capital Advisors LLC |
381 |
*Closed |
2023-12-31 |
0 |
$0 |
-232 |
|
|
34 Records found
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1
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